Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,890 | $104,098-6.9% | $140,514-31.0% | $94,015+3.1% |
| Participation rate | 46.2% | 73.7%-27.6pp | 77.8%-31.6pp | 70.8%-24.7pp |
| Annual return | 15.52% | 15.14%+0.4pp | 14.36%+1.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,238 | $4,033+5.1% | $4,919-13.8% | $4,249-0.3% |
| Admin fee / account holder | $1,165 | $10,439-88.8% | $13,697-91.5% | $8,951-87.0% |